/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Get the user from the Helper.
_userId = SystemUserProvider.RetrieveMarketingManager(service);
Console.Write("User retrieved, ");
//_userId = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).OrganizationId;
//Console.Write("User retrieved, ");
// Retrieve the security role needed to assign to the user.
QueryExpression roleQuery = new QueryExpression
{
EntityName = Role.EntityLogicalName,
ColumnSet = new ColumnSet("roleid"),
Criteria =
{
Conditions =
{
new ConditionExpression("name", ConditionOperator.Equal,
"Marketing Manager")
}
}
};
Role role = (Role)service.RetrieveMultiple(roleQuery).Entities[0];
_roleId = role.Id;
// Retrieve the default business unit needed to create the team.
QueryExpression queryDefaultBusinessUnit = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria =
{
Conditions =
{
new ConditionExpression("parentbusinessunitid", ConditionOperator.Null)
}
}
};
// Execute the query.
BusinessUnit defaultBusinessUnit = (BusinessUnit)service.RetrieveMultiple(
queryDefaultBusinessUnit).Entities[0];
// Instantiate a team entity record and set its property values.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Team setupTeam = new Team
{
Name = "CDS Management Team",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName,
defaultBusinessUnit.Id)
};
// Create a team record.
_teamId = service.Create(setupTeam);
Console.Write("Created Team, ");
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create source queue and destination queue.
/// Create a letter entity.
/// Add letter entity to source queue.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
var QueueViewType = new
{
Public = 0,
Private = 1
};
//Create new queues and store their returned GUIDs in variables for later use.
Queue sourceQueue = new Queue
{
Name = "Source Queue",
Description = "This is an example queue.",
QueueViewType = new OptionSetValue(QueueViewType.Private)
};
_sourceQueueId = service.Create(sourceQueue);
Console.WriteLine("Created {0}", sourceQueue.Name);
Queue destinationQueue = new Queue
{
Name = "Destination Queue",
Description = "This is an example queue.",
QueueViewType = new OptionSetValue(QueueViewType.Private)
};
_destinationQueueId = service.Create(destinationQueue);
Console.WriteLine("Created {0}", destinationQueue.Name);
// Create a letter entity.
Letter newLetter = new Letter
{
Description = "Example Letter"
};
_letterId = service.Create(newLetter);
Console.WriteLine("Created {0}", newLetter.Description);
// Use AddToQueue message to add an entity into a queue, which will associate
// the letter with the first queue.
AddToQueueRequest addToSourceQueue = new AddToQueueRequest
{
DestinationQueueId = _sourceQueueId,
Target = new EntityReference(Letter.EntityLogicalName, _letterId)
};
service.Execute(addToSourceQueue);
Console.WriteLine("Added letter record to {0}", sourceQueue.Name);
// Retrieve/create a user record for assigning the queue item to the user's
// queue.
_userId = SystemUserProvider.RetrieveSalesManager(service);
return;
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Get the current user's information.
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)service.Execute(userRequest);
_currentUserId = userResponse.UserId;
// Create another user, Kevin Cook.
_otherUserId = SystemUserProvider.RetrieveSalesManager(service);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// For this sample, all required entities are created in the Run() method.
// Create/Retrieve a user.
_userId = SystemUserProvider.RetrieveAUserWithoutAnyRoleAssigned(service);
if (_userId != Guid.Empty)
{
Console.WriteLine("{0} user retrieved.", _userId);
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Retrieve a sales manager.
_salesManagerId = SystemUserProvider.RetrieveMarketingManager(service);
// Create an account.
var account = new Account()
{
Name = "Fourth Coffee",
Address1_City = "Seattle"
};
_accountId = service.Create(account);
Console.WriteLine("Required records have been created.");
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// TODO Set ldappath and domain values only for an on-premise or IFD environment.
string ldappath = String.Empty;
string domain = String.Empty;
// TODO Provide a username plus first and last names for an existing system user to disable.
// You will be given the option, before the program terminates, to enable the account again.
_userId = SystemUserProvider.RetrieveSystemUser("*****@*****.**", "Firstname",
"Lastname", domain, service, ref ldappath);
if (_userId.Equals(Guid.Empty))
{
throw new Exception("CreateRequiredRecords(): The specified system user could not be retrieved.");
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create/retrieve a user and associate a role.
_userId = SystemUserProvider.RetrieveAUserWithoutAnyRoleAssigned(service);
// Find the role.
var query = new QueryExpression
{
EntityName = Role.EntityLogicalName,
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = { _givenRole }
}
}
}
};
// Get the role.
EntityCollection roles = service.RetrieveMultiple(query);
if (roles.Entities.Count > 0)
{
Role salesRole = service.RetrieveMultiple(query).Entities[0].ToEntity <Role>();
// Associate the user with the role for this sample.
if (salesRole != null && _userId != Guid.Empty)
{
service.Associate(
"systemuser",
_userId,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, salesRole.Id)
});
}
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// TODO Create entity records
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId =
SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeIds =
SystemUserProvider.RetrieveSalespersons(serviceProxy: _serviceProxy, ldapPath: ref ldapPath);
#endregion
#region Create records to support Opportunity records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(15)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
//Publish Product1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
//Publish Product2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published both the products");
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(newAccount));
#endregion Create records to support Opportunity records
Console.WriteLine("Required records have been created.");
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
//Grab the default public view for opportunities.
var mySavedQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "isdefault",
Operator = ConditionOperator.Equal,
Values = { true }
},
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = { 0 }
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = { Opportunity.EntityTypeCode }
}
}
}
};
//This query should return one and only one result.
SavedQuery defaultOpportunityQuery = service.RetrieveMultiple(mySavedQuery)
.Entities.Select(x => (SavedQuery)x).FirstOrDefault();
// Retrieve visualizations out of the system.
// This sample assumes that you have the "Top Opportunities"
// visualization that is installed with Microsoft Dynamics CRM.
QueryByAttribute visualizationQuery = new QueryByAttribute
{
EntityName = SavedQueryVisualization.EntityLogicalName,
ColumnSet = new ColumnSet("savedqueryvisualizationid"),
Attributes = { "name" },
//If you do not have this visualization, you will need to change
//this line.
Values = { "Top Opportunities" }
};
SavedQueryVisualization visualization = service.RetrieveMultiple(visualizationQuery).
Entities.Select(x => (SavedQueryVisualization)x).FirstOrDefault();
//This is the language code for U.S. English. If you are running this code
//in a different locale, you will need to modify this value.
int languageCode = 1033;
//We set up our dashboard and specify the FormXml. Refer to the
//FormXml schema in the Microsoft Dynamics CRM SDK for more information.
UserForm dashboard = new UserForm
{
Name = "Sample User Dashboard",
Description = "Sample user-owned dashboard.",
FormXml = String.Format(@"<form>
<tabs>
<tab name='Test Dashboard' verticallayout='true'>
<labels>
<label description='Sample User Dashboard' languagecode='{0}' />
</labels>
<columns>
<column width='100%'>
<sections>
<section name='Information Section'
showlabel='false' showbar='false'
columns='111'>
<labels>
<label description='Information Section'
languagecode='{0}' />
</labels>
<rows>
<row>
<cell colspan='1' rowspan='10'
showlabel='false'>
<labels>
<label description='Top Opportunities - 1'
languagecode='{0}' />
</labels>
<control id='Top10Opportunities'
classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
<parameters>
<ViewId>{1}</ViewId>
<IsUserView>false</IsUserView>
<RelationshipName />
<TargetEntityType>opportunity</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>false</EnableQuickFind>
<EnableViewPicker>false</EnableViewPicker>
<EnableJumpBar>false</EnableJumpBar>
<ChartGridMode>Chart</ChartGridMode>
<VisualizationId>{2}</VisualizationId>
<EnableChartPicker>false</EnableChartPicker>
<RecordsPerPage>10</RecordsPerPage>
</parameters>
</control>
</cell>
<cell colspan='1' rowspan='10'
showlabel='false'>
<labels>
<label description='Top Opportunities - 2'
languagecode='{0}' />
</labels>
<control id='Top10Opportunities2'
classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
<parameters>
<ViewId>{1}</ViewId>
<IsUserView>false</IsUserView>
<RelationshipName />
<TargetEntityType>opportunity</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>false</EnableQuickFind>
<EnableViewPicker>false</EnableViewPicker>
<EnableJumpBar>false</EnableJumpBar>
<ChartGridMode>Grid</ChartGridMode>
<VisualizationId>{2}</VisualizationId>
<EnableChartPicker>false</EnableChartPicker>
<RecordsPerPage>10</RecordsPerPage>
</parameters>
</control>
</cell>
</row>
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
</rows>
</section>
</sections>
</column>
</columns>
</tab>
</tabs>
</form>",
languageCode,
defaultOpportunityQuery.SavedQueryId.Value.ToString("B"),
visualization.SavedQueryVisualizationId.Value.ToString("B"))
};
_userDashboardId = service.Create(dashboard);
Console.WriteLine("Created {0}.", dashboard.Name);
// Create another user to whom the dashboard will be assigned.
_otherUserId = SystemUserProvider.RetrieveSalesManager(service);
Console.WriteLine("Required records have been created.");
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create a second user that we will impersonate in our sample code.
SystemUserProvider.RetrieveSalesManager(service);
Console.WriteLine("Required records have been created.");
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
#region Create or Retrieve the necessary system users
// Retrieve a sales manager.
_salesManagerId =
SystemUserProvider.RetrieveMarketingManager(service);
#endregion
#region Create PhoneCall record and supporting account
Account newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (service.Create(newAccount));
newAccount.Id = _accountId;
// Create Guids for PhoneCalls
_phoneCallId = Guid.NewGuid();
_phoneCall2Id = Guid.NewGuid();
// Create ActivityPartys for the phone calls' "From" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = newAccount.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
ActivityParty activityPartyClosed = new ActivityParty()
{
PartyId = newAccount.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCall2Id,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create an open phone call.
PhoneCall phoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Sample Phone Call",
DirectionCode = false,
To = new ActivityParty[] { activityParty }
};
service.Create(phoneCall);
// Create a second phone call to close
phoneCall = new PhoneCall()
{
Id = _phoneCall2Id,
Subject = "Sample Phone Call 2",
DirectionCode = false,
To = new ActivityParty[] { activityParty },
ActualEnd = DateTime.Now
};
service.Create(phoneCall);
// Close the second phone call.
SetStateRequest closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
service.Execute(closePhoneCall);
#endregion
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId =
SystemUserProvider.RetrieveSalesManager(service, ref ldapPath);
_salesRepresentativeId =
SystemUserProvider.RetrieveSalespersons(service, ref ldapPath)[0];
#endregion
#region Create records to support SalesOrder records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = service.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)service.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct = new Product
{
ProductNumber = "1",
Name = "Example Product",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId =
new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_productId = service.Create(newProduct);
newProduct.Id = _productId;
Console.WriteLine("Created {0}", newProduct.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = service.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem = new ProductPriceLevel
{
PriceLevelId =
new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId =
new EntityReference(Product.EntityLogicalName, _productId),
UoMId =
new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20),
};
_priceListItemId = service.Create(newPriceListItem);
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _productId),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
service.Execute(publishRequest);
Console.WriteLine("Published {0}", newProduct.Name);
// Create an account record for the sales order's potential customerid
Account newAccount = new Account
{
Name = "Litware, Inc.",
Address1_PostalCode = "60661"
};
_accountId = service.Create(newAccount);
newAccount.Id = _accountId;
#endregion Create records to support SalesOrder
#region Create SalesOrder record
// Create the sales order.
SalesOrder order = new SalesOrder()
{
Name = "Faux Order",
DateFulfilled = new DateTime(2010, 8, 1),
PriceLevelId =
new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
CustomerId =
new EntityReference(Account.EntityLogicalName, _accountId),
FreightAmount = new Money(20.0M)
};
_orderId = service.Create(order);
order.Id = _orderId;
// Add the product to the order with the price overriden with a
// negative value.
SalesOrderDetail orderDetail = new SalesOrderDetail()
{
ProductId = newProduct.ToEntityReference(),
Quantity = 4,
SalesOrderId = order.ToEntityReference(),
IsPriceOverridden = true,
PricePerUnit = new Money(1000.0M),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_orderDetailId = service.Create(orderDetail);
#endregion Create SalesOrder record
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Retrieve the sales people that will be added to the team.
salesPersons = SystemUserProvider.RetrieveSalespersons(service, ref ldapPath);
// Get the ID's of the current user and business unit.
var who = new WhoAmIRequest();
var whoResponse = (WhoAmIResponse)service.Execute(who);
_currentUserId = whoResponse.UserId;
businessUnitId = whoResponse.BusinessUnitId;
// Create a access team.
var team = new Team
{
AdministratorId = new EntityReference(
"systemuser", _currentUserId),
Name = "UserAccess Test Team",
BusinessUnitId = new EntityReference(
"businessunit", businessUnitId),
TeamType = new OptionSetValue((int)TeamTeamType.Access),
};
_teamId = service.Create(team);
Console.WriteLine("Created an access team named '{0}'.", team.Name);
// Add two sales people to the access team.
var addToTeamRequest = new AddMembersTeamRequest
{
TeamId = _teamId,
MemberIds = new[] { salesPersons[0], salesPersons[1] }
};
service.Execute(addToTeamRequest);
Console.WriteLine("Added two sales people to the team.");
// Grant the team read/write access to an account.
var accountReference = new EntityReference(Account.EntityLogicalName, _accountId);
var teamReference = new EntityReference(Team.EntityLogicalName, _teamId);
var grantAccessRequest = new GrantAccessRequest
{
PrincipalAccess = new PrincipalAccess
{
AccessMask = AccessRights.ReadAccess | AccessRights.WriteAccess,
Principal = teamReference
},
Target = accountReference
};
service.Execute(grantAccessRequest);
Console.WriteLine("Granted read/write access on the account record to the team.");
// Retrieve and display access information for the account.
RetrieveAndDisplayEntityAccess(service, accountReference);
// Display the account access for the team and its members.
var currentUserReference = new EntityReference(
SystemUser.EntityLogicalName, _currentUserId);
RetrieveAndDisplayPrincipalAccess(service, accountReference, currentUserReference,
"Current User");
var firstSalesPersonReference = new EntityReference(
SystemUser.EntityLogicalName, salesPersons[0]);
RetrieveAndDisplayPrincipalAccess(service, accountReference, firstSalesPersonReference,
"Sales Person");
var secondSalesPersonReference = new EntityReference(
SystemUser.EntityLogicalName, salesPersons[1]);
RetrieveAndDisplayPrincipalAccess(service, accountReference, secondSalesPersonReference,
"Sales Person");
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
#endregion Sample Code
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create a unique identifier for this sample for preventing name conflicts.
var sampleIdentifier = Guid.NewGuid();
// Retrieve/create the system users to use for the sample.
var ldapPath = String.Empty;
_systemUserIds = SystemUserProvider.RetrieveDelegates(
service, ref ldapPath);
// Retrieve the root business unit to use for creating the team for the
// sample.
var businessUnitQuery = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria = new FilterExpression()
};
businessUnitQuery.Criteria.AddCondition("parentbusinessunitid",
ConditionOperator.Null);
var businessUnitResult = service.RetrieveMultiple(businessUnitQuery);
var businessUnit = businessUnitResult.Entities[0].ToEntity <BusinessUnit>();
// Get the GUID of the current user.
var who = new WhoAmIRequest();
var whoResponse = (WhoAmIResponse)service.Execute(who);
_currentUserId = whoResponse.UserId;
// Create a team for use in the sample.
var team = new Team
{
AdministratorId = new EntityReference(
"systemuser", _currentUserId),
Name = String.Format("User Access Sample Team {0}", sampleIdentifier),
BusinessUnitId = businessUnit.ToEntityReference()
};
_teamId = service.Create(team);
// Add the second user to the newly created team.
var addToTeamRequest = new AddMembersTeamRequest
{
TeamId = _teamId,
MemberIds = new[] { _systemUserIds[1] }
};
service.Execute(addToTeamRequest);
// Create a account for use in the sample.
var account = new Account
{
Name = "User Access Sample Company",
};
_accountId = service.Create(account);
// Create a task to associate to the account.
var accountReference = new EntityReference(Account.EntityLogicalName, _accountId);
var task = new Task
{
Subject = "User Access Sample Task",
RegardingObjectId = accountReference
};
_taskId = service.Create(task);
// Create a letter to associate to the account.
var letter = new Letter
{
Subject = "User Access Sample Letter",
RegardingObjectId = accountReference
};
service.Create(letter);
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId = SystemUserProvider.RetrieveSalesManager(service, ref ldapPath);
_salesRepresentativeIds = SystemUserProvider.RetrieveSalespersons(service, ref ldapPath);
#endregion
#region Create records to support Opportunity records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = service.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)service.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = service.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = service.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a new discount list
DiscountType newDiscountType = new DiscountType
{
Name = "Example Discount List",
IsAmountType = false
};
_discountTypeId = service.Create(newDiscountType);
// Create a new discount
Discount newDiscount = new Discount
{
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId),
LowQuantity = 5,
HighQuantity = 10,
Percentage = 3
};
_discountId = service.Create(newDiscount);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = service.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20),
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId)
};
_priceListItem1Id = service.Create(newPriceListItem1);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(15)
};
_priceListItem2Id = service.Create(newPriceListItem2);
// Publish Product 1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
service.Execute(publishRequest1);
// Publish Product 2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
service.Execute(publishRequest2);
Console.WriteLine("Published {0} and {1}", newProduct1.Name, newProduct2.Name);
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Litware, Inc.",
Address1_PostalCode = "60661"
};
_accountIds.Add(service.Create(newAccount));
newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountIds.Add(service.Create(newAccount));
#endregion Create records to support Opportunity records
#region Create Opportunity records
// Create a new opportunity with user specified estimated revenue
Opportunity newOpportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountIds[0]),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(400.00m),
FreightAmount = new Money(10.00m),
DiscountAmount = new Money(0.10m),
DiscountPercentage = 0.20m,
ActualValue = new Money(400.00m),
OwnerId = new EntityReference
{
Id = _salesRepresentativeIds[0],
LogicalName = SystemUser.EntityLogicalName
}
};
_opportunityIds.Add(service.Create(newOpportunity));
Opportunity secondOpportunity = new Opportunity
{
Name = "Example Opportunity 2",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountIds[1]),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(400.00m),
FreightAmount = new Money(10.00m),
DiscountAmount = new Money(0.10m),
DiscountPercentage = 0.20m,
ActualValue = new Money(400.00m),
OwnerId = new EntityReference
{
Id = _salesRepresentativeIds[1],
LogicalName = SystemUser.EntityLogicalName
}
};
_opportunityIds.Add(service.Create(secondOpportunity));
// Create a catalog product
OpportunityProduct catalogProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[0]),
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 8,
Tax = new Money(12.42m),
};
_catalogProductId = service.Create(catalogProduct);
// Create another catalog product and override the list price
OpportunityProduct catalogProductPriceOverride = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[1]),
ProductId = new EntityReference(Product.EntityLogicalName,
_product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 3,
Tax = new Money(2.88m),
IsPriceOverridden = true,
PricePerUnit = new Money(12)
};
_catalogProductPriceOverrideId = service.Create(
catalogProductPriceOverride);
// create a new write-in opportunity product with a manual discount applied
OpportunityProduct writeInProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[1]),
IsProductOverridden = true,
ProductDescription = "Example Write-in Product",
PricePerUnit = new Money(20.00m),
Quantity = 5,
ManualDiscountAmount = new Money(10.50m),
Tax = new Money(7.16m)
};
_writeInProductId = service.Create(writeInProduct);
// Close the opportunities as 'Won'
WinOpportunityRequest winRequest = new WinOpportunityRequest()
{
OpportunityClose = new OpportunityClose()
{
OpportunityId = new EntityReference
{
Id = _opportunityIds[0],
LogicalName = Opportunity.EntityLogicalName
},
ActualRevenue = new Money(400.00M),
ActualEnd = DateTime.Today
},
Status = new OptionSetValue(3)
};
service.Execute(winRequest);
winRequest = new WinOpportunityRequest()
{
OpportunityClose = new OpportunityClose()
{
OpportunityId = new EntityReference
{
Id = _opportunityIds[1],
LogicalName = Opportunity.EntityLogicalName
},
ActualRevenue = new Money(400.00M),
ActualEnd = DateTime.Today
},
Status = new OptionSetValue(3)
};
service.Execute(winRequest);
#endregion Create Opportunity records
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// TODO Create entity records
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId =
SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeIds =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
#endregion
#region Create PhoneCall record and supporting account
Account account = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(account));
account.Id = _accountId;
// Create Guids for PhoneCalls
_phoneCallId = Guid.NewGuid();
_phoneCall2Id = Guid.NewGuid();
// Create ActivityPartys for the phone calls' "From" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = account.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9),
};
ActivityParty activityPartyClosed = new ActivityParty()
{
PartyId = account.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCall2Id,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create an open phone call.
PhoneCall phoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Sample Phone Call",
DirectionCode = false,
To = new ActivityParty[] { activityParty },
OwnerId = new EntityReference("systemuser", _salesRepresentativeIds[0]),
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the first phone call.
SetStateRequest closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
// Create a second phone call.
phoneCall = new PhoneCall()
{
Id = _phoneCall2Id,
Subject = "Sample Phone Call 2",
DirectionCode = true,
To = new ActivityParty[] { activityParty },
OwnerId = new EntityReference("systemuser", _salesRepresentativeIds[1]),
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the second phone call.
closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
#endregion
Console.WriteLine("Required records have been created.");
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the visualization.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create a sample account
Account setupAccount = new Account {
Name = "Sample Account"
};
_accountId = service.Create(setupAccount);
Console.WriteLine("Created {0}.", setupAccount.Name);
// Create some oppotunity records for the visualization
Opportunity[] setupOpportunities = new Opportunity[]
{
new Opportunity
{
Name = "Sample Opp 01",
EstimatedValue = new Money(120000.00m),
ActualValue = new Money(100000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 02",
EstimatedValue = new Money(240000.00m),
ActualValue = new Money(200000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 03",
EstimatedValue = new Money(360000.00m),
ActualValue = new Money(300000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 04",
EstimatedValue = new Money(500000.00m),
ActualValue = new Money(500000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 05",
EstimatedValue = new Money(110000.00m),
ActualValue = new Money(60000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 06",
EstimatedValue = new Money(90000.00m),
ActualValue = new Money(70000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 07",
EstimatedValue = new Money(620000.00m),
ActualValue = new Money(480000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 08",
EstimatedValue = new Money(440000.00m),
ActualValue = new Money(400000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 09",
EstimatedValue = new Money(410000.00m),
ActualValue = new Money(400000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 10",
EstimatedValue = new Money(650000.00m),
ActualValue = new Money(650000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
}
};
_opportunitiyIds = (from opp in setupOpportunities
select service.Create(opp)).ToArray();
Console.WriteLine("Created few opportunity records for {0}.", setupAccount.Name);
// Create a visualization
// Set The presentation XML string.
string presentationXml = @"
<Chart Palette='BrightPastel'>
<Series>
<Series _Template_='All' ShadowOffset='2'
BorderColor='64, 64, 64' BorderDashStyle='Solid'
BorderWidth='1' IsValueShownAsLabel='true'
Font='Tahoma, 6.75pt, GdiCharSet=0'
LabelForeColor='100, 100, 100'
CustomProperties='FunnelLabelStyle=Outside'
ChartType='Funnel'>
<SmartLabelStyle Enabled='True' />
<Points />
</Series>
</Series>
<ChartAreas>
<ChartArea _Template_='All' BackColor='Transparent'
BorderColor='Transparent'
BorderDashStyle='Solid'>
<Area3DStyle Enable3D='True'
IsClustered='True'/>
</ChartArea>
</ChartAreas>
<Legends>
<Legend _Template_='All' Alignment='Center'
LegendStyle='Table' Docking='Bottom'
IsEquallySpacedItems='True' BackColor='White'
BorderColor='228, 228, 228' BorderWidth='0'
Font='Tahoma, 8pt, GdiCharSet=0'
ShadowColor='0, 0, 0, 0'
ForeColor='100, 100, 100'>
</Legend>
</Legends>
<Titles>
<Title _Template_='All'
Font='Tahoma, 9pt, style=Bold, GdiCharSet=0'
ForeColor='102, 102, 102'>
</Title>
</Titles>
<BorderSkin PageColor='Control'
BackColor='CornflowerBlue'
BackSecondaryColor='CornflowerBlue' />
</Chart>
";
// Set the data XML string.
string dataXml = @"
<datadefinition>
<fetchcollection>
<fetch mapping='logical' count='10'
aggregate='true'>
<entity name='opportunity'>
<attribute name='actualvalue_base'
aggregate='sum'
alias='sum_actualvalue_base' />
<attribute name='stepname' groupby='true'
alias='stepname' />
<order alias='stepname' descending='false'/>
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias='sum_actualvalue_base'/>
</measurecollection>
</category>
</categorycollection>
</datadefinition>
";
// Create the visualization entity instance.
var newUserOwnedVisualization = new UserQueryVisualization
{
Name = "Sample User Visualization",
Description = "Sample user-owned visualization.",
PresentationDescription = presentationXml,
DataDescription = dataXml,
PrimaryEntityTypeCode = Opportunity.EntityLogicalName,
};
_userOwnedVisualizationId = service.Create(newUserOwnedVisualization);
Console.WriteLine("Created {0}.", newUserOwnedVisualization.Name);
// Create another user to whom the visualization will be assigned.
_otherUserId = SystemUserProvider.RetrieveSalesManager(service);
}
